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Vikram_Ramesh
Level 2
August 29, 2019
Question

Administration is the key(bunch)

  • August 29, 2019
  • 13 replies
  • 10224 views

Through this post I intend to shout out to all admins in the community (and elsewhere). Admin is really like the key-bunch which could unlock/lock and maintain all the goodies Marketo has to offer.

Like every other component, once in a while we do need provide healing touches to the segments which hasn't been working so well. Also, the ones that are working well could use a performance boost. So, here's what I'd want to know from you:

  1. What according to you is the single most disliked feature of admin?
  2. What is the most used functionality of admin for you?
  3. Are there any commonly used workarounds which you'd like admin to cater for?
  4. If we were to provide an export feature of configurations, what details would you like in that "data take-out"?

Any thoughts/comments/feedback/criticism (positive or negative) revolving around Admin are greatly welcomed. Please feel free to reach out to me to discuss some of the ideas you may have. 

Looking forward to hear from you.

Thanks,

Vikram R

email: Vikram.ramesh@adobe.com

phone: +91 988 607 4356

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13 replies

Josh_Hill13
Level 10
September 5, 2019

Are you taking a product survey for Marketo? I'm confused what you want to learn.

Vikram_Ramesh
Level 2
September 6, 2019

Hello Josh,

Yes, in a way.

I am the product owner for Admin related features. I am hoping to gather feedback to strengthen my case for some enhancements. please let me know if we can discuss more

Thanks,

Vikram R

Vikram Ramesh
Grant_Booth
Level 9
September 9, 2019

Thank you for asking this!

1. Salesforce integration is the section I dislike the most. You can edit some basic sync options, and see a timestamp of the last sync and whether or not it's in progress, but it gives very little other visibility, and that makes admin'ing the integration difficult. Would be great if some of the information (object schemas, field visibility and field types, sync logs) were available to admin users through non-secret and supported methods. It would be great to see a log of the sync cycle - how many records of a given object synced to and from Salesforce, how many were new, updated, a count of the how many records are pending sync for each object. An error log too please! FYI - I used to work in Marketo Support and I know that all of this information is already available to them, and simply needs some work to make it presentable and supportable for users. In my opinion, it would also deflect a lot of their cases related to the Salesforce integration.
It would also be fantastic to have a "Field Mapping" tab where we can change the field mapping between Marketo and Salesforce on our own without having to go through Support. Additionally, it would be great if fields did not automatically sync down to Marketo simply because the sync user can see them - if the fields simply became available for sync in this hypothetical "Field Mapping" tab, it would help us tremendously with keeping our fields clean, giving us control rather than being at the mercy of our SFDC admins remembering to follow processes around permissions.

2. Field Management is the most used. For an agile team, there is constant change coming downstream from Salesforce. We have to adapt quickly to process changes in CRM by making sure new fields are synced properly and finding where old fields are in use to make sure there are no dependent processes. It would be really nice if we could (1) delete old fields rather than hiding them, (2) relabel fields even though they are in use. Our instance is 10 years old, and we have an enormous list of hidden fields.
Also, when removing a field from assets, we find the field in Field Management and look at the Used By list - but the assets there aren't clickable links, which makes it even more painful trying to remove references to the field.

3. I think I covered this in #1 and #2
4. I'm not sure how I would apply an export feature of admin configurations. If other people have use cases for that I'd be curious.

Vikram_Ramesh
Level 2
September 10, 2019

Thank you so much Grant

Those are some excellent points that you've mentioned. I can see that your support days have served you well in getting a good hands-on to Admin, and Marketo in general.

On Salesforce Integration, I can totally relate to what you've mentioned. Displaying more details on the sync - last sync timestamp, in-progress percentage and also sync (error/success) logs would indeed add value to our customers. On the Field Mapping, definitely there's some scope for enhancements, providing some options to manually map fields and to control sync manually/semi automated ways (needs more thought process from my side around this).

In Field Management, I need to dig around on permanent deletion. I feel that it's best suited for a backend process to have them cleared from the system, but then I could be wrong.

Renaming fields sounds more doable though. 

While removing fields from assets, I did find the assets clickable, which leads to detail pages. Nonetheless a seamless way of handling this, without leaving Admin could be a cooler approach, in my opinion. We could discuss more if you have some time. 

Thanks again for taking time to jot these items down. It helped me in validating my opinions. 

Cheers,

Vikram R

Vikram Ramesh
Grant_Booth
Level 9
September 10, 2019

Thanks Vikram! Yes, regarding the Used By list for a field, they are clickable, but are not regular hyperlinks so we can't open them in a separate tab. If I need to adapt to a major process change, we could be talking about hundreds of assets that I need to remove the field from before I can hide the field.

Amy_Goldfine
Level 9
September 10, 2019

I very much appreciate all the controls in Admin! A couple issues:

Audit trail is really an unfriendly UI. It's very clunky, it's hard to pick from the dropdowns, and it's often hard to decipher what actually changed.

My #1 issue is that Field details can only be seen by Admins! I have plenty of people doing building (consultants, email marketers) who occasionally want to look at fields to see what SFDC fields they're synced to, what type they are, where they're used, etc., but they can't because it's only available to Admins! It's also frustrating that "field mapping" tab doesn't update after initial integration. Also agree with above on renaming and deleting fields.

I would love for there to be a real-time Notification if an API connection breaks in LaunchPoint. I make it a point to check Launchpoint every day because there is one particular connection (GoToWebinar) that has been unstable, and I only find out when there is a flood of registration errors.

I am happy to get on a call to do a deep dive with you to discuss more!

Amy GoldfineMarketo Champion & Adobe Community Advisor
Vikram_Ramesh
Level 2
September 11, 2019

Thanks a ton Amy, for explaining your concerns with such clarity

On the Audit Trail, I need to do some homework. It'd involve some of our UX engineers to help me with some designs. In the meantime, I would like to know more if you have some pointers. 

On sharing the Field Mapping information, I think we could come up with something where information could be shared securely with people on a need-to-know basis. 
On LaunchPoint, I need more details on the type of notification that you'd like to receive. And also, is GoToWebinar the only service that breaks frequently or other ones too?

I am eager to discuss more on these topics. Please let me know when is the best time and means to reach out to you. 

Really appreciate your effort in collating your concerns!

Regards,

Vikram R

Vikram Ramesh
Amy_Goldfine
Level 9
September 11, 2019

Hi Vikram,

Audit Trail: It's hard to articulate the frustrations with Audit Trail. I recommend logging into an instance's Audit Trail and try to pull some reports. I don't think it needs a complete design overhaul, probably just fixing some bugs in the way picklists are displayed and how it scales/resizes/etc.

Launchpoint: GoToWebinar is the only one that breaks frequently, but when it does, it's a disaster. However I don't believe there is a notification for service expirations (e.g. LinkedIn Lead Gen needs to be authenticated after a year), which would be very helpful. 

I will "follow" you, follow me back and I can give you my email address to schedule a meeting.

Thanks,

Amy

Amy GoldfineMarketo Champion & Adobe Community Advisor
SanfordWhiteman
Level 10
September 11, 2019

Webhooks configurations should use, like all code- and code-like text, a monospace font that preserves whitespace.

It's impossible to read webhook definitions that use JavaScript (or JSON objects beyond a couple of properties)... I have to use a browser plugin (UserStyles) to alter the CSS for that page

Vikram_Ramesh
Level 2
September 11, 2019

I suppose that you're referring to the way the URL and the Payload information being displayed when we select a Webhook. 

Please correct me if I have understood it wrongly. 

Thanks, 

Vikram R

Vikram Ramesh
SanfordWhiteman
Level 10
September 11, 2019

The way it is displayed, and the way it is entered.

Jay_Jiang
Level 10
September 11, 2019

Need more metadata for individual fields, created date, created by etc...

Level 2
September 11, 2019

Hi Vikram, 

I recently had a customer research call with Marketo and brought up a request for a feature that could be added to the admin area. I think we need an instance analyzer which can provide a summary with key stats all in one place. It would be something targeted towards admins, or superusers, who inherit an instance when joining a company, but also useful for those managing it over time. Some ideas for what this could include....

1) A quick overview of the total # of contacts in the database which provides splits by marketable/unmarketable, country/region, SFDC lead/contact, customized segments, and customizable for other existing fields/tags in the database. It would also be helpful to see dormant vs engaged contacts for each region (i.e. how many have activity in the last 3/6/12 months vs those who are not active). 

2) An overview of the most active internal users.

3) A way to see key average email performance stats for the whole account (open rate, click rate, click to open rate, hard bounce, soft bounce, unsubscribe rate), and the ability to segment these averages by country or region. 

4) Similar to above, but for landing pages...what are the most viewed LPs, what is the average conversion rate for forms (with option to create an average by selecting specific LPs to crunch data on). 

5) Communication limits / API limit. 

6) Other useful macro level stats to get users up to speed. 

Josh_Hill13
Level 10
October 17, 2019

You can do a lot of this already. But it's not on a single screen.

Meg_Stout
Level 2
September 11, 2019
  • There are third-party tools that can do this, but I would love to have the ability to communicate with our users within Marketo - an announcement/notification feature of sorts.
  • This likely falls outside of the Admin section, but it would be great to have a smart list filter for "Marketo users" that would allow me to easily distribute emails to the active users in our account. 
  • It would be helpful to have a "view as" feature to test user roles and troubleshoot permissions issues. 
Amy_Goldfine
Level 9
September 11, 2019

Meg makes a good point - I can't really tell how user permissions are going to affect a user until I change something and they tell me that they don't have access to something they need to access!

Amy GoldfineMarketo Champion & Adobe Community Advisor
Vikram_Ramesh
Level 2
September 16, 2019

A big shout out to all of you who have replied to my post with your suggestions and asks.

Apologies that I haven't been active much on the community for past couple of days. 

Going forward, I would like to interact with you, based on your availability, to learn more.

Please do keep those suggestions coming in. :+1: 

Regards,

Vikram R

Vikram Ramesh
Level 3
September 17, 2019

Field Management is the area I use the most, and the one that causes the most frustration over the 10 years I've been a Marketo admin. Agree with comments made above about Field Management. It is terribly klunky.  I would like to be able to:

  • rename fields in use without having to remove references
  • delete instead of hide fields
  • sort by asset type in the Used By list
  •  have clickable links in the Used By list.  It is so frustrating when tracking use of a field to have to search asset by asset! And when you try to copy and paste, you often click by mistake if you place your cursor in the wrong place by a pixel.
  • be able to export the Used by list with links in the export, so that you can do some audit reporting.

Audit Trail appears worse than useless.  I have never been able to get sufficient info about who did what when we've had an issue. 

Permissions could be more granular. Folder permission would be immensely useful, as not everyone wants to use Workspaces (or has it in their subscription).

Regards,

Erica

Meg_Stout
Level 2
September 19, 2019

Yes to folder permissions! That would be extremely useful. I think Marketo Sky will have this?

Vikram_Ramesh
Level 2
September 20, 2019

Configuring folder permissions isn't planned as far as I know in Sky. That'd a great add to the feature list. Thanks for bringing that up

Regards,

Vikram R

Vikram Ramesh
ChristinaZuniga
Level 9
October 4, 2019

I didn't read previous comments so I could give an unbiased point of view. Sorry if I'm repeating everyone else!

What according to you is the single most disliked feature of admin?

Users and roles. There isn't enough rigor here - why can't I control what folders people have access to or get more granular? Some of it isn't clear (ex: Access Design Studio -> edit email. I've had jr. admins ask me if that means someone can edit in Marketing Activities but not Design Studio, which is a fair question).

What is the most used functionality of admin for you?

Field management!

Are there any commonly used workarounds which you'd like admin to cater for?

Better search via Audit Trail. Right now I export someone's audit trail to use "find" functionality so I can search across asset name, parent name, etc. It would be nice to have an integrated search option so I don't have to export to do this.

If we were to provide an export feature of configurations, what details would you like in that "data take-out"

FIELD MANAGEMENT EXPORT - I want to see if the field is connected to my CRM, if it's in use in any smart list or smart campaign (and possibly a list of which ones?). I'm going through hundreds of fields right now to clean up SFDC and it's the most painful experience. At least make this possible via an API.

Vikram_Ramesh
Level 2
October 16, 2019

Great inputs @Christina Zuniga‌. More inputs, the merrier . It'll certainly help me strengthen the case for the feature enhancement. 

on Users and Roles, would love to hear more on the granularity part. Indeed, the permissions could use the fresh take.

also agreed on Audit Trail could use the Parent name for the asset as one of the filters. 
on the Field Management, I need your help on identifying the specifics of the export. Probably this can be achieved in a short amount of time.

Please let me know the best means to reach you for a discussion on the features mentioned above.

Regards,

Vikram R  

email: Vikram.ramesh@adobe.com

phone: +91 988 607 4356

Vikram Ramesh